运用平衡计分卡落实策略执行与绩效管理(PPT35)(1)

1、願景願景 &策略策略ObjectivesMeasuresTargetsInitiatives財務財務“To succeed financially, how should we appear to our share-holders?”ObjectivesMeasuresTargetsInitiatives學習與成長學習與成長“To achieve our vision, how will we sustain our ability to change and improve?”ObjectivesMeasuresTargetsInitiatives顧顧客客“To achieve o

2、ur vision, how should we appear to our customers?”ObjectivesMeasuresTargetsInitiatives內部流程內部流程“To satisfy our shareholders and customers, what business processes must we excel at?”Source: The Balanced Scorecard Collaborative股東與顧客的股東與顧客的外界外界衡量衡量有關重大企業流程有關重大企業流程, , 創新能力創新能力, , 學習及成長的學習及成長的內部內部衡量衡量衡量衡量

3、過去過去努力成果努力成果驅動驅動未來未來績效績效KPIs 資料收集與衡量績效管理BSC管理系統KPI, 策略, 目標設定企業規劃流程計分卡擁有者計分卡擁有者之支援幕僚其他人員績效管理教育訓練與獎酬結合文化改變與結果溝通目標值目標值BSC預算規劃與模擬預測定期討論與回饋The Vision BarrierOnly 5% of the workforce understandsthe strategyThe PeopleBarrierOnly 25% of managers have incentives linked to strategyThe ManagementBarrier85% of

4、executive teams spend less than one hour per month discussing strategyThe ResourceBarrier60% of organizationsDont link budgetsto strategy9 of 10 companies fail to execute strategySource: Fortune 規劃並建構規劃並建構系統環境系統環境 經營環境經營環境 設計平衡計分卡設計平衡計分卡釐清策略釐清策略願景與使命願景與使命營運方針目標營運方針目標業務策略業務策略經營模式經營模式財務構面策略目標財務構面策略目標各

5、構面各構面KPIKPI所需資料來源所需資料來源策略地圖策略地圖 & 因果關係圖因果關係圖客客戶戶構面策略目標構面策略目標流程構面策略目標流程構面策略目標學習構面策略目標學習構面策略目標指定資料提供者指定資料提供者現有系統支援程度現有系統支援程度資料更新時間資料更新時間規劃系統運作功能規劃系統運作功能KPI 清單清單開發系統運作環境開發系統運作環境願景願景財務內部流程顧客學習成長股東權益與獲利股東權益與獲利財務績效財務績效集資計劃集資計劃行銷通路行銷通路網路行銷網路行銷策略聯盟策略聯盟客戶關係管理客戶關係管理客服中心客服中心方針管理方針管理企業企業e e化化企業流程改造企業流程改造職涯規

6、劃職涯規劃 職能庫職能庫教育訓練教育訓練薪酬制度薪酬制度人力結構人力結構導入分析導入分析產業結構分析產業結構分析競爭力分析競爭力分析策略策略價價值值鏈鏈: :機機能能管管理理ArticulateCommunicateDrive & Measure個人化的個人化的入口網站入口網站最佳實例最佳實例策略與矩陣策略與矩陣管理管理知識管理知識管理e-Learing可執行與可執行與可運作可運作的工具的工具商業智慧商業智慧平衡計分卡報表系統商業智慧績效衡量(KPI)Scorecard Builder Architecture Captures information about your score

7、card SQL Server UI for entering your scorecard data Web ServiceScorecard Builder Data entry interface for custom targetsData Entry Deploy your scorecards Customize your views Sharepoint Portal Server BSC-specific web partsScorecardPresentationScorecardEngine Understands your BSC data Builds the scor

8、ecard Scorecard-created cube(s) SSABI-based, customizable UI for building your strategy maps VisioStrategy MapBuilder Interface to map scorecards to data sourcesData Sources 解決方案的構成要件TechnologyVersionComponentWindows 2003 ServerPlatform.NET Framework1.0 and 1.1 if that is within our time line.PlatformSharePoint Portal ServerIIS2.0Scorecard BuilderScorecard ViewsBSCS PortalDocument LibrariesVisioActiveX Component hosted within SharePointStrategy Map BuilderSQL Server/Analysis Services, SSABISQL